PCG Wealth Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

PCG Wealth Advisors’s Portfolio DIA Stock Details DIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$389K	Hold	745	–	–	0.09%	130
2026 Q1	$345K	Hold	745	–	–	0.09%	129
2025 Q4	$358K	Sell	745 -323	-30%	-$153K	0.1%	120
2025 Q3	$495K	Buy	1,068 +413	+63%	+$186K	0.14%	102
2025 Q2	$289K	Hold	655	–	–	0.15%	73
2025 Q1	$275K	Hold	655	–	–	0.1%	109
2024 Q4	$279K	Hold	655	–	–	0.1%	103
2024 Q3	$277K	Sell	655 -37	-5%	-$15K	0.11%	105
2024 Q2	$271K	Sell	692 -47	-6%	-$18.2K	0.12%	99
2024 Q1	$294K	Sell	739 -30	-4%	-$11.6K	0.14%	89
2023 Q4	$290K	Sell	769 -1,150	-60%	-$402K	0.16%	79
2023 Q3	$643K	Sell	1,919 -98	-5%	-$34K	0.42%	51
2023 Q2	$694K	Sell	2,017 -75	-4%	-$25.2K	0.43%	52
2023 Q1	$696K	Sell	2,092 -43	-2%	-$14.3K	0.44%	52
2022 Q4	$708K	Buy	2,135 +347	+19%	+$113K	0.45%	52
2022 Q3	$514K	Buy	1,788 +917	+105%	+$292K	0.18%	74
2022 Q2	$268K	Buy	871 +1	+0.1%	+$327	0.19%	70
2022 Q1	$302K	Sell	870 -89	-9%	-$30.9K	0.19%	66
2021 Q4	$347K	Buy	+959	New	+$341K	0.24%	59

Other funds holding DIA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PCG Wealth Advisors's DIA Position: Q2 2026 in Review

PCG Wealth Advisors held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 745 shares worth $389K. The position accounts for 0.09% of the portfolio, ranked #130.

PCG Wealth Advisors first reported a position in DIA in Q4 2021 and has held it in 19 quarters since. The position peaked at $708K in Q4 2022. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

PCG Wealth Advisors held 745 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $389K as of Q2 2026.
PCG Wealth Advisors left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.09% of PCG Wealth Advisors's portfolio in Q2 2026, its #130 holding.
PCG Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2021 and has held it in 19 quarters since.
PCG Wealth Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $708K in Q4 2022.
1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on PCG Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.